Richard C. Donnelly

Richard C. Donnelly, CIMA®, RLP®

Regional Director/Partner

San Diego, California

San Diego, California Office

3655 Nobel Drive
Suite 200
San Diego, CA 92122

Phone: (858) 622-9009

Fax: (858) 622-9028

  • Rich takes an approach based not on a single, rigid, financial solution, but on a vital process in which your wealth is always at the service of your life.

  • Rich founded his own wealth management firm, Donnelly Wealth Advisors, Inc., in 1997, and united it with EP Wealth Advisors in 2018.

  • Richard graduated from San Diego State University, earning a B.S. and University of San Diego, Graduate Work in Finance. He holds the Certified Investment Management Analyst®, and Registered Life Planner® designations.

  • He enjoys spending his free time playing golf, bicycling, hiking, and traveling. Rich lives in La Jolla with his wife, Joscylen, and son, Brian.


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